Wealth Management Innovation

Turns out, you can teach an old
new tricks

We’ve been doing it successfully for decades

What We Do

F2 Strategy addresses the widening gap between expectations of affluent clients and their wealth management experience.

Our perspective comes from a long history of innovation and transformative technical projects within major financial institutions. We’ve lead organizations through revolutionary initiatives such as robo-advisor integration, paperless client onboarding, portfolio management automation, digital client engagement, and many other areas currently challenging our industry.

How We Help
  • Doug is a wealth-tech unicorn. He has an innate sense of how technology is transforming wealth management, in particular how advisor and client roles and expectations are changing. Perhaps more importantly, he has the rare experience to appreciate the complexities for large institutions to respond strategically. Professional, yet friendly, it has been a joy working with Doug.

    – Edwin Choi Founder at Capitect and Mariposa Capital Management

  • Few people have a deep understanding of the complexities of wealth management or a valuable perspective around how to maximize technology. Doug Fritz is a refreshing change in the industry. Every time I meet with him I learn a tremendous amount and it always has a positive benefit on my business.

    – Greg Friedman President CEO Private Ocean Wealth Management; President, CEO Junxure

  • When it comes to wealth technology strategy there are lots of firms that talk a good game, but Doug Fritz helps you make it happen. I’ve had the pleasure of knowing and interacting with him for several years and his insight and experience have always been helpful. I would recommend working with Doug if you need help making a material impact on your firm’s pace of innovation, scale or client experience.

    – Mojgan Nowain Senior Technology Executive

  • At a time when wealth management is rapidly changing, Doug has the industry experience and deep technical know-how to guide organizations to newfound success. Doug helped us chart a new path forward for our business by leveraging new technologies, partnerships and strategies.

    – Matthew Hoffman Co-Founder of Empire Software

  • I worked with Doug while I was the Deputy Chief Investment Officer for Wells Fargo Wealth Management. Doug brought a unique skill set of wealth management knowledge and technology insight to our team. He was able to identify how we can improve our business by improving our client's experience through technology. Doug pinpointed opportunities, designed solutions, and most importantly knew how to execute. He provided me personally with fresh, unique ideas to help my management of a complex financial services firm.

    – Ron Florance President at RMF Consulting

  • Doug is a great resource for any size financial institution looking for a partner to define and shape their digital wealth management strategy. His proven experience of driving innovation through fintech partnerships while successfully navigating the complexities with dated technologies/processes at large FIs make him a very unique and valuable individual. His deep industry knowledge, pulse on trends, and a strong industry rolodex position him as an ideal partner.

    –Kaushal Pandia Director of Enterprise Solutions at FutureAdvisor

Strategic Partners
Our Latest Insights